murphy oil, your energy play? >> energy play, murphy oil turning around, fell off the cliff in february and went down, turned it around, shaken up management, products grow, and revenues and margins increasing again. we think highly of them. i don't think it's impacted by the hurricane. liz: here's what's impacted, amazon. amazon.com down 2.5%. all i i think of with a company like this is first of all, if you don't have internet, you don't order online. on top of that, fedex and ups, last check, they were up, but those two, i have not gotten any mail. i mean, -- >> when a shipment is missing, you blame the shipper, not the shipping company. it's not on ups's head, but amazon. that's why the stock is down. we had discussions about this as a management team earlier, went -- and we see it as a buying opportunity. again, don't look at today as a change in market trend. a.m.son's a company -- amazon will do well over six months. liz: why mcdonalds today? >> it's a value play. they continue to do a good job growing inte